Active
WINDWARD WEALTH STRATEGIES, INC.
Investment Advice|OSHKOSH, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$202.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 162.7M |
| Non-Discretionary | 39.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 175126 |
| SEC Number | 801-81031 |
| Street Address | 2370 STATE ROAD 44 |
| Street Address 2 | SUITE A |
| Location | OSHKOSH, WI 54904 |
| Country | United States |
| Phone | 920-230-2215 |
| Total Employees | 3 |
Client Count by Type (84 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 44 |
| High Net Worth Individual… | 37 |
| Pension/Profit Sharing Pl… | 3 |
Community Partners
CITY OF FOND DU LAC
CITY OF OSHKOSH
CITY OF RIPON
COUNTY OF FOND DU LAC
COUNTY OF WINNEBAGO
OAKFIELD TOWN HALL
TOWN OF ALGOMA
TOWN OF ASHFORD
TOWN OF AUBURN
TOWN OF BYRON
TOWN OF CALUMET
TOWN OF EDEN
TOWN OF ELDORADO
TOWN OF EMPIRE
TOWN OF FOND DU LAC
TOWN OF FRIENDSHIP
TOWN OF LAMARTINE
TOWN OF METOMEN
TOWN OF OAKFIELD
TOWN OF OSCEOLA
CITY OF FOND DU LAC
CITY OF OSHKOSH
CITY OF RIPON
COUNTY OF FOND DU LAC
COUNTY OF WINNEBAGO
OAKFIELD TOWN HALL
TOWN OF ALGOMA
TOWN OF ASHFORD
TOWN OF AUBURN
TOWN OF BYRON
TOWN OF CALUMET
TOWN OF EDEN
TOWN OF ELDORADO
TOWN OF EMPIRE
TOWN OF FOND DU LAC
TOWN OF FRIENDSHIP
TOWN OF LAMARTINE
TOWN OF METOMEN
TOWN OF OAKFIELD
TOWN OF OSCEOLA
CITY OF FOND DU LAC
CITY OF OSHKOSH
CITY OF RIPON
COUNTY OF FOND DU LAC
COUNTY OF WINNEBAGO
OAKFIELD TOWN HALL
TOWN OF ALGOMA
TOWN OF ASHFORD
TOWN OF AUBURN
TOWN OF BYRON
TOWN OF CALUMET
TOWN OF EDEN
TOWN OF ELDORADO
TOWN OF EMPIRE
TOWN OF FOND DU LAC
TOWN OF FRIENDSHIP
TOWN OF LAMARTINE
TOWN OF METOMEN
TOWN OF OAKFIELD
TOWN OF OSCEOLA
Municipal Government
34 Active
34
Organizations
CALUMET (TOWN OF) SANITARY DISTRICT 1
EMPIRE (TOWN OF) SANITARY DISTRICT 1 (LAKE DENEVEAU)
EMPIRE (TOWN OF) SANITARY DISTRICT 2 (MARY HILL PARK)
EMPIRE (TOWN OF) SANITARY DISTRICT 3
FOND DU LAC CITY HOUSING AUTHORITY
FOND DU LAC COUNTY DRAINAGE BOARD
FOND DU LAC COUNTY HOUSING AUTHORITY
FOND DU LAC SANITARY DISTRICT 2
FOND DU LAC SANITARY DISTRICT 3
FOND DU LAC SANITARY DISTRICT 4
FOND DU LAC SANITARY DISTRICT 6
FRIENDSHIP (TOWN OF) CONSOLIDATED SANITARY DISTRICT (1 AND 3)
KETTLE MORAINE LAKE DISTRICT
MARY HILL PARK SANITARY DISTRICT
TAYCHEEDAH SANITARY DISTRICT 1
TAYCHEEDAH SANITARY DISTRICT 3 (ST PETER)
TAYCHEEDAH (TOWN OF ) SANITARY DISTRICT (JOHNSBURG)
WINNEBAGO COUNTY HOUSING AUTHORITY
WOLF LAKE PROTECTION AND REHABILITATION DISTRICT
CALUMET (TOWN OF) SANITARY DISTRICT 1
EMPIRE (TOWN OF) SANITARY DISTRICT 1 (LAKE DENEVEAU)
EMPIRE (TOWN OF) SANITARY DISTRICT 2 (MARY HILL PARK)
EMPIRE (TOWN OF) SANITARY DISTRICT 3
FOND DU LAC CITY HOUSING AUTHORITY
FOND DU LAC COUNTY DRAINAGE BOARD
FOND DU LAC COUNTY HOUSING AUTHORITY
FOND DU LAC SANITARY DISTRICT 2
FOND DU LAC SANITARY DISTRICT 3
FOND DU LAC SANITARY DISTRICT 4
FOND DU LAC SANITARY DISTRICT 6
FRIENDSHIP (TOWN OF) CONSOLIDATED SANITARY DISTRICT (1 AND 3)
KETTLE MORAINE LAKE DISTRICT
MARY HILL PARK SANITARY DISTRICT
TAYCHEEDAH SANITARY DISTRICT 1
TAYCHEEDAH SANITARY DISTRICT 3 (ST PETER)
TAYCHEEDAH (TOWN OF ) SANITARY DISTRICT (JOHNSBURG)
WINNEBAGO COUNTY HOUSING AUTHORITY
WOLF LAKE PROTECTION AND REHABILITATION DISTRICT
CALUMET (TOWN OF) SANITARY DISTRICT 1
EMPIRE (TOWN OF) SANITARY DISTRICT 1 (LAKE DENEVEAU)
EMPIRE (TOWN OF) SANITARY DISTRICT 2 (MARY HILL PARK)
EMPIRE (TOWN OF) SANITARY DISTRICT 3
FOND DU LAC CITY HOUSING AUTHORITY
FOND DU LAC COUNTY DRAINAGE BOARD
FOND DU LAC COUNTY HOUSING AUTHORITY
FOND DU LAC SANITARY DISTRICT 2
FOND DU LAC SANITARY DISTRICT 3
FOND DU LAC SANITARY DISTRICT 4
FOND DU LAC SANITARY DISTRICT 6
FRIENDSHIP (TOWN OF) CONSOLIDATED SANITARY DISTRICT (1 AND 3)
KETTLE MORAINE LAKE DISTRICT
MARY HILL PARK SANITARY DISTRICT
TAYCHEEDAH SANITARY DISTRICT 1
TAYCHEEDAH SANITARY DISTRICT 3 (ST PETER)
TAYCHEEDAH (TOWN OF ) SANITARY DISTRICT (JOHNSBURG)
WINNEBAGO COUNTY HOUSING AUTHORITY
WOLF LAKE PROTECTION AND REHABILITATION DISTRICT
Special District
19 Active
19
Organizations
FOND DU LAC SCHOOL DISTRICT
MORAINE PARK TECHNICAL COLLEGE DISTRICT
NORTH FOND DU LAC SCHOOL DISTRICT
OAKFIELD SCHOOL DISTRICT
OSHKOSH AREA SCHOOL DISTRICT
RIPON SCHOOL DISTRICT
ROSENDALE-BRANDON SCHOOL DISTRICT
WAUPUN JOINT SCHOOL DISTRICT 1
FOND DU LAC SCHOOL DISTRICT
MORAINE PARK TECHNICAL COLLEGE DISTRICT
NORTH FOND DU LAC SCHOOL DISTRICT
OAKFIELD SCHOOL DISTRICT
OSHKOSH AREA SCHOOL DISTRICT
RIPON SCHOOL DISTRICT
ROSENDALE-BRANDON SCHOOL DISTRICT
WAUPUN JOINT SCHOOL DISTRICT 1
FOND DU LAC SCHOOL DISTRICT
MORAINE PARK TECHNICAL COLLEGE DISTRICT
NORTH FOND DU LAC SCHOOL DISTRICT
OAKFIELD SCHOOL DISTRICT
OSHKOSH AREA SCHOOL DISTRICT
RIPON SCHOOL DISTRICT
ROSENDALE-BRANDON SCHOOL DISTRICT
WAUPUN JOINT SCHOOL DISTRICT 1
School District
8 Active
8
Organizations
108
11 65-71 RVN REUNION
117 CENTRAL WISCONSIN CHAPTER OF TROUT UNLIMITED
1960-OHS-CLASS REUNION
2010 USA -CANADA LIONS LEADERSHIP FORUM HOST COMMITTEE
2026 FONDY TRAVEL BASEBALL
2029 FONDY TRAVEL BASEBALL
2030 FONDY TRAVEL BASEBALL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
108
11 65-71 RVN REUNION
117 CENTRAL WISCONSIN CHAPTER OF TROUT UNLIMITED
1960-OHS-CLASS REUNION
2010 USA -CANADA LIONS LEADERSHIP FORUM HOST COMMITTEE
2026 FONDY TRAVEL BASEBALL
2029 FONDY TRAVEL BASEBALL
2030 FONDY TRAVEL BASEBALL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
108
11 65-71 RVN REUNION
117 CENTRAL WISCONSIN CHAPTER OF TROUT UNLIMITED
1960-OHS-CLASS REUNION
2010 USA -CANADA LIONS LEADERSHIP FORUM HOST COMMITTEE
2026 FONDY TRAVEL BASEBALL
2029 FONDY TRAVEL BASEBALL
2030 FONDY TRAVEL BASEBALL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
1040 Active
1040
Organizations
Community Partners111 organizations
CITY OF FOND DU LAC
Municipal Government·FOND DU LAC
CITY OF OSHKOSH
Municipal Government·OSHKOSH
CITY OF RIPON
Municipal Government·RIPON
COUNTY OF WINNEBAGO
Municipal Government·OSHKOSH
OAKFIELD TOWN HALL
Municipal Government·OAKFIELD
TOWN OF ALGOMA
Municipal Government·OSHKOSH
TOWN OF ASHFORD
Municipal Government·CAMPBELLSPORT
TOWN OF AUBURN
Municipal Government·PAMBELLSPORT
TOWN OF EDEN
Municipal Government·CAMPBELLSPORT
TOWN OF ELDORADO
Municipal Government·ELDORADO
TOWN OF FOND DU LAC
Municipal Government·FOND DU LAC
TOWN OF METOMEN
Municipal Government·RIPON
TOWN OF OAKFIELD
Municipal Government·OAKFIELD
TOWN OF OSCEOLA
Municipal Government·CAMPBELLSPORT
TOWN OF OSHKOSH
Municipal Government·OSHKOSH
TOWN OF RIPON
Municipal Government·RIPON
TOWN OF ROSENDALE
Municipal Government·RIPON
TOWN OF SPRINGVALE
Municipal Government·ROSENDALE
TOWN OF WAUPUN
Municipal Government·WAUPUN
VILLAGE OF BRANDON
Municipal Government·BRANDON
VILLAGE OF EDEN
Municipal Government·EDEN
VILLAGE OF FAIRWATER
Municipal Government·FAIRWATER
VILLAGE OF MOUNT CALVARY
Municipal Government·MOUNT CALVARY
VILLAGE OF OAKFIELD
Municipal Government·OAKFIELD
CALUMET (TOWN OF) SANITARY DISTRICT 1
Special District·MALONE
EMPIRE (TOWN OF) SANITARY DISTRICT 1 (LAKE DENEVEAU)
Special District·FOND DU LAC
EMPIRE (TOWN OF) SANITARY DISTRICT 2 (MARY HILL PARK)
Special District·FOND DU LAC
EMPIRE (TOWN OF) SANITARY DISTRICT 3
Special District·FOND DU LAC
FOND DU LAC SANITARY DISTRICT 2
Special District·FOND DU LAC
FOND DU LAC SANITARY DISTRICT 4
Special District·FOND DU LAC
FOND DU LAC SANITARY DISTRICT 6
Special District·FOND DU LAC
FRIENDSHIP (TOWN OF) CONSOLIDATED SANITARY DISTRICT (1 AND 3)
Special District·OSHKOSH
KETTLE MORAINE LAKE DISTRICT
Special District·CAMPBELLSPORT
MARY HILL PARK SANITARY DISTRICT
Special District·FOND DU LAC
WINNEBAGO COUNTY HOUSING AUTHORITY
Special District·OSHKOSH
WOLF LAKE PROTECTION AND REHABILITATION DISTRICT
Special District·SAINT CLOUD
108
Nonprofit Organization·Oakfield
11 65-71 RVN REUNION
Nonprofit Organization·Oshkosh
117 CENTRAL WISCONSIN CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·OSHKOSH
1960-OHS-CLASS REUNION
Nonprofit Organization·Oshkosh
2010 USA -CANADA LIONS LEADERSHIP FORUM HOST COMMITTEE
Nonprofit Organization·Fond Du Lac
2026 FONDY TRAVEL BASEBALL
Nonprofit Organization·Fond du Lac
2029 FONDY TRAVEL BASEBALL
Nonprofit Organization·Fond du Lac
2030 FONDY TRAVEL BASEBALL
Nonprofit Organization·Fond du Lac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fond du Lac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fond du Lac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oshkosh
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fond du Lac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oshkosh
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oshkosh
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oshkosh
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oshkosh
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fond du Lac
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oshkosh
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oshkosh
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·FOND DU LAC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fond du Lac
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fond du Lac
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fond du Lac
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Oshkosh
708
Nonprofit Organization·Fond du Lac
8TH DAY PROJECT INC
Nonprofit Organization·Oshkosh
ACCLIVITAS
Nonprofit Organization·Fond du Lac
ACTON ACADEMY OSHKOSH INC
Nonprofit Organization·OSHKOSH
ADAM BREITRICK MEMORIAL
Nonprofit Organization·FOND DU LAC
ADELANTE MUJER INC
Nonprofit Organization·FOND DU LAC
ADVOCAP INC
Nonprofit Organization·FOND DU LAC
AFRICAN ORPHANS FOUNDATION INC
Nonprofit Organization·RIPON
AGNESIAN HEALTHCARE FOUNDATION INC
Nonprofit Organization·FOND DU LAC
AKBAYAN-FANEW INC
Nonprofit Organization·FOND DU LAC
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Ripon
ALTO FAIR INC
Nonprofit Organization·BRANDON
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·Oshkosh
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·FOND DU LAC
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Fond du Lac
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Fond du Lac
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Oshkosh
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·OSHKOSH
AMATUER ATHLETIC UNION OF TH UNITED STATES INC
Nonprofit Organization·Oshkosh
AMCOR SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN
Nonprofit Organization·OSHKOSH
AMERCIAN LEGION
Nonprofit Organization·Saint Cloud
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Oakfield
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Ripon
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Oshkosh
AMERICAN BLACK BELT ACADEMY INC
Nonprofit Organization·OSHKOSH
AMERICAN COLLEGE OF NURSE-MIDWIVES
Nonprofit Organization·Oshkosh